At RINA, we take a comprehensive approach to individual income tax planning, going far beyond basic tax compliance. We focus on your personal situation to identify tax strategies that will set you on the right track for financial success.
We stay current on tax law changes, and offer the right resources along with our income tax planning experience to help you make informed financial decisions.
We provide a range of individual tax services including:
- Business succession planning
- Income tax planning and projections
- Charitable planning and giving
- Estate and wealth transfer planning, including assistance in establishing various entities for family-limited partnerships, charitable remainder trusts and foundations
- Retirement planning
- Stock option planning and consulting